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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
351
Robertson Stephens Wealth Management
California
$687K +$726K +18,630 New
BCM
352
Brookstone Capital Management
Illinois
$685K -$75.8K -1,945 -9%
CA
353
Continuum Advisory
Idaho
$684K +$136K +3,499 +23%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$683K +$23.3K +599 +3%
SAG
355
SageView Advisory Group
California
$676K -$27.2K -698 -4%
HAC
356
Harbor Advisory Corp
New Hampshire
$675K – – –
RSA
357
River Street Advisors
Illinois
$673K -$22.2K -570 -3%
SW
358
SVB Wealth
Massachusetts
$672K +$710K +18,220 New
PCIA
359
Prime Capital Investment Advisors
Kansas
$672K -$1.2M -30,929 -63%
FT
360
Fiduciary Trust
Massachusetts
$670K – – –
BFA
361
Bill Few Associates
Pennsylvania
$663K +$26.9K +690 +4%
BCA
362
Bay Colony Advisors
Massachusetts
$663K – – –
WMR
363
Wealth Management Resources
Rhode Island
$660K +$6.58K +169 +1%
MA
364
MONECO Advisors
Connecticut
$660K +$93.6K +2,403 +16%
PIAS
365
PCA Investment Advisory Services
Ohio
$658K -$8.34K -214 -1%
OC
366
Oppenheimer & Co
New York
$658K +$92.3K +2,369 +15%
SPC
367
Sigma Planning Corp
Michigan
$656K -$73.4K -1,885 -10%
TA
368
TKG Advisors
Indiana
$656K +$46.9K +1,203 +7%
CWM
369
Collaborative Wealth Management
Florida
$654K -$30.5K -783 -4%
GBT
370
Grove Bank & Trust
Florida
$650K -$9.89K -254 -1%
AF
371
Aldebaran Financial
$650K +$42.1K +1,081 +7%
FMN
372
Financial Management Network
California
$644K -$36.1K -927 -5%
LSAG
373
Lake Street Advisors Group
New Hampshire
$637K +$9.85K +253 +1%
MI
374
Moneywise Inc
Virginia
$632K -$8.34K -214 -1%
AFM
375
Abbot Financial Management
Massachusetts
$632K +$409K +10,500 +158%
13 14
15
16 17